Matchups automatically connect members of your community, instantly improving engagement. Members can opt into matchmaking and change the frequency of matchups according to their preferences.
Video Overview
In this guide:
How to setup automated Matchmaking
Manage Opt-Ins
make sure you manage the opt-ins for the members who will participate in the matchups. Members need to opt in to be part of the matchups. Currently, adding groups to matchmaking doesn't automatically add group members to matchups. It only gives these group members an option to opt-in to matchups. Members must individually opt-in to participate.
On mobile, members will see an option to join the automated matchups. If you're using the desktop app or browser, we recommend setting up an automated workflow to send pop-ups, DMs, or notifications to encourage the members you’d like to invite to join the matchups.
Matchmaking Settings
In this step, you'll adjust the matchmaking settings for your community:
Group Size: Select the size of the groups you'd like to create. You can choose groups of Two or Three. If you select groups of three, we'll create as many groups of three as possible, with any remaining members being put into groups of two.
Allow Repeats: Choose whether members can be matched with someone they've already matched with in previous rounds. If you want to prevent repeats, simply enable the option to Disable Repeats.
Matchmaking Pools: Matchmaking pools are used to define which members will be matched together. You can create a pool by combining different Heartbeat groups to make a customized matchmaking pool. We’ll take care of automatically connecting all the people within that pool.
Review Messaging
This step allows you to customize the messaging that participants will receive about the matchups. Review and adjust the messages to make sure they align with your community's tone and needs.
Confirm & Send
Once you're happy with the settings, confirm everything, and send out the matchups!
Frequently Asked Questions:
When will the Matchup email sent to my members?
When will the Matchup email sent to my members?
If you have a recurring schedule toggled on, the confirm step will send the matchups on the date you selected. If recurring is toggled off and you click confirm, it sends immediately.
How will I know that the Matchups are sent?
How will I know that the Matchups are sent?
All admins are always copied on matchup emails.